Jigar Shah

speaker

684 appearances 3 recordings 3 series first heard Sep 2024 last heard 29 Apr

Jigar Shah’s voice in public audio — every appearance, attributed to the second.

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Odd Lots · Jigar Shah on the Three Big Things Driving the Nuclear Energy Revival · 30 Sep 2024 podcast

So you may have heard that the PJM had a very large increase in the price that the capacity payment cleared.

And the capacity payment is essential because it convinces the coal plants or the natural gas plants or others who are sort of at the end of life to make investments to last a little longer because they got paid a capacity payment to stay open.

So the pieces that come here are both the capacity payment and the

energy payment.

And Microsoft is saying that we get all the attributes.

So we get to call our usage green.

But separately, like if for whatever reason the wholesale market value for what the nuclear power plant is creating is less than the strike price that we agreed to, then we will make you whole

Well, so just to start with your last question first, it used to be that you did have a nuclear power catalog.

Oh.

And that's the problem, right?

That's why we have ninety, you know, plus reactors and only four of them are exactly the same.

And so it used to be that you used to be able to customize your model and that led to a lot of inefficiencies.

And so I hope and pray that this time around when people build new nuclear, they build the exact same cookie cutter thing every single time.

And we get our cost down.

But to answer your question, so the Department of Energy commissioned a study to look at all of the 54 sites that we have with nuclear plants.

Some of them have one reactor, some of them have two, a couple have three, and then only one, the Vogel nuclear plant, has four.

And we can build any type of reactor on those empty sites, because really it's just land that's behind a security perimeter, right?

And that's what you care about, is the security perimeter.

And so we have about 65,000 megawatts of capacity at the existing nuclear sites, which is massive.

If we use small modular reactors, right, which are the ones that are sort of in that three to six billion dollar range.

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